iShares NASDAQ 100 Index ETF (02834) News

A $5 Trillion Opportunity! AI Is Not Only Power-Hungry but Also Driving a Surge in Demand for Water Resources and Metals

Bank of America noted that the expansion of AI data centers is triggering a comprehensive crisis across power, water resources, and critical metals, which the market has yet to fully price in. It forecasts that by 2030, annual electricity consumption by data centers will exceed Japan's total electricity usage, while water consumption will equal New York City's total drinking water consumption. Simultaneously, there will be structural shortages and sharp price increases for metals such as copper, aluminum, gallium, and germanium. The real bottleneck lies not in cost but in 'deliverability' and mismatches in construction timelines. The competition in AI is extending from computing power to a reassessment of energy and resource infrastructure.

wallstreetcn5minutes ago

Nasdaq Dips Over 100 Points Amid Iran Ceasefire Jitters: Investor Sentiment Declines, But Fear Index Remains In 'Greed' Zone

Benzinga27minutes ago

Tesla's earnings report is coming soon! Wall Street outlook: Can the AI narrative reverse the stock price decline?

After the US stock market closes on Wednesday (April 22, Eastern Time), Tesla will announce its first-quarter financial report for 2026; Wall Street is closely watching and considers it a key moment in the AI narrative for this electric vehicle manufacturer; Tesla got off to a poor start in 2026, with its share price falling by approximately 12% year-to-date.

cls.cn32minutes ago

Taiwan Semiconductor releases key signals, indicating that CPU giants Intel and AMD may raise prices again.

①Taiwan Semiconductor has recently continued to ramp up its 3nm production capacity to meet the simultaneous surge in demand for CPUs and AI ASICs. ②Supply chain professionals predict that Intel may have an additional price increase of 8% to 10% in the second half of the year. ③It is rumored that AMD will implement price hikes in both the second and third quarters, with cumulative increases potentially reaching 16% to 17%.

cls.cn43minutes ago

China's EV Giants Go Global as Domestic Market Feels the Pressure: Analyst Terms It 'Natural Evolution'

Benzinga14:42

SpaceX Secures $600 Billion Acquisition Right for AI Programming Startup!

While preparing for the largest IPO in history and securing acquisition rights worth $60 billion, SpaceX has set its sights on Cursor, a rising star in AI programming. This tool, which has received public praise from NVIDIA's CEO, is becoming a key piece in Musk’s AI strategy.

Golden10 Data14:39

Tesla Q1 Earnings Preview: Financial Data Takes a Backseat as Market Focuses on Musk's 'Big Promises'

On Wednesday, Tesla will face a crucial earnings test. Compared to the cold financial figures, investors are evidently more interested in Musk's grand visions for autonomous taxis and humanoid robots...

Golden10 Data13:10

Wall Street Debate: Is It Right for Storage Giants to Have Such Low Valuations?

Propelled by the AI-driven demand surge, memory giants such as Samsung and SK Hynix have witnessed skyrocketing profits. However, their price-to-earnings ratios remain below 6x, significantly lower than AI leaders like NVIDIA. Bulls argue that AI is reshaping industry dynamics, reducing cyclicality, and making low valuations highly attractive. Bears, on the other hand, remain convinced that the cyclical curse is hard to break, expressing concerns over potential oversupply risks. The market still awaits more data, including upcoming earnings reports, to verify the sustainability of their profitability.

wallstreetcn12:17

Analyst: Apple's announcement of a leadership change at this time suggests that next week's earnings report may bring positive news.

Apple announced a CEO transition one week before its earnings report, with Cook stepping down and Ternus taking over. The timing itself was viewed by Wall Street as a 'silent preview' of strong performance. Analysts generally believe that Cook's decision to step aside at a high point after a long tenure aligns with his consistent approach.

wallstreetcn11:50

Alphabet's Sundar Pichai Hails Tim Cook's 'Incredible Run' As Apple CEO Makes It Clear 'This Is Not Goodbye'

Benzinga11:13

Is Tesla also experiencing a 'chip shortage'? Samsung's DRAM supply to Tesla surged threefold in April.

①In April, Samsung Electronics tripled the supply volume of DRAM chips to Tesla to meet the latter's surging demand for memory chips; ②Samsung has increased production at its Hwaseong plant in South Korea and plans to produce advanced AI chips for Tesla at its Texas facility in the second half of 2026.

cls.cn11:11

Trump: 'I will remember' companies that do not seek tariff rebates.

The U.S. Supreme Court ruled that Trump's tariffs were illegal, triggering the immediate opening of a tax rebate window exceeding $160 billion. However, this has evolved into a political game, with Trump publicly stating that he will "remember" companies that do not apply for rebates. Giants such as Apple and Amazon have so far remained inactive. Meanwhile, Levi Strauss is expected to receive approximately $80 million in rebates, while retailers like Gap are also closely watching. Once the rebates are finalized, multiple companies are likely to raise their full-year performance forecasts.

wallstreetcn10:12

Without a peace agreement, markets are still hitting new highs: Wartime economies are proving all the pessimists wrong.

Lockdowns, threats, and failed negotiations – amid a stream of negative news, US stocks hit new highs. Why? Wall Street has offered several explanations.

Golden10 Data10:10

Meta collects employees' 'mouse movements and keyboard operations' to train AI, dubbing them 'refining workers.'

According to reports, Meta is collecting data on mouse and keyboard operations as well as screenshots from its U.S.-based employees to train artificial intelligence, aiming to develop AI agents capable of handling primary tasks and transitioning human employees into 'supervisory and review' roles. This deep-level monitoring initiative has sparked labor rights and legal controversies. While it remains unrestricted in the U.S., it may constitute a violation of laws in Europe, further exacerbating power imbalances in the workplace.

wallstreetcn09:11

Apple reassures the market as Cook affirms his good health and states he will serve as executive chairman for the long term.

The next CEO, Tenus, stated that AI will create nearly unlimited potential, bringing entirely new opportunities for our products and services, and Apple will once again change the world.

wallstreetcn07:36

U.S. Stock Market Close | Iran Rejects Negotiations, Major Indices Plunge at the Close, Ending Collectively Lower; Most Popular Technology Stocks Decline, with Apple Dropping Over 2%; Brent Crude Rises Above $100 Mark, Gold and Silver Retreat

The three major U.S. stock indices closed lower. Crude oil prices surged accordingly, with Brent crude futures breaking through the psychological $100 mark for the first time since April 13, extending gains to 5%. WTI crude rose 5.0% intraday to $91.94 per barrel. The yield on 10-year U.S. Treasury bonds increased by 6 basis points to 4.31%, while short-term rates also rose, erasing all declines caused by last week's "reopening of the strait" rally.

wallstreetcn06:13

OpenAI has upgraded its image model, enhancing the ability to generate complex charts and increasing demand for premium services.

OpenAI has released ChatGPT Images 2.0, enhancing its ability to generate complex charts and scientific diagrams; it introduced a 'deep thinking' mechanism that allows for extended online information retrieval and reasoning on image construction plans, available to paying users. Adele Li, head of OpenAI's product team, stated that this upgrade is expected to drive demand among educators, scientists, and parents.

wallstreetcn06:06

Interest rates rose and the dollar rebounded to 159.64 yen, driven by strong U.S. retail sales and expectations of higher crude oil prices amid worsening U.S.-Iran tensions.

[London Market Overview] The dollar-yen pair struggled to gain momentum in the London foreign exchange market on the 21st. The currency pair rose from 159.01 yen to 159.25 yen as investors awaited developments in U.S.-Iran peace negotiations, but then consolidated within a narrow range around 159.20 yen. The euro-dollar pair came under slight pressure due to uncertainty over the situation in the Middle East, falling from 1.1766 dollars to 1.1756 dollars. Meanwhile, the euro-yen cross benefited from rising stock prices, climbing from 187.05 yen to 187.30 yen, but struggled to maintain upward momentum following the dollar-yen's lead.

Fisco Japan05:00

ASM's Q2 guidance significantly exceeded expectations, with AI infrastructure boosting demand for chip equipment.

ASM International NV, a Dutch chip equipment manufacturer, has issued a strong earnings guidance as the investment boom in AI infrastructure accelerates upstream to equipment suppliers. The company forecasts second-quarter revenue at a midpoint of 980 million euros, approximately 10% higher than the average analyst estimate. CEO Hichem M'Saad stated that the rapid expansion of AI application scenarios is driving an acceleration in investments for computational infrastructure, with customers showing a marked increase in purchasing urgency. Following the announcement, ASM's American Depositary Receipts surged by as much as 6.6% during intraday trading. Additionally, ASM disclosed that demand targeting the 1.4-nanometer process is expected to emerge in the second half of this year.

wallstreetcn05:00

The U.S. stock market extended its decline amid heightened concerns over escalating risks of war with Iran and rising crude oil prices (January 21).

The U.S. stock market continued its decline. The Dow Jones Industrial Average closed 293.18 points lower at 49,149.38, and the Nasdaq Composite ended down 144.43 points at 24,259.96. Following the opening, stocks rose on optimism over strong economic indicators such as retail sales. However, sentiment turned cautious as uncertainty grew around peace talks ahead of the Iran ceasefire deadline, with reports that Vice President Vance postponed a visit to Pakistan and Iran's foreign minister condemned what he described as a 'more serious violation of the ceasefire' regarding attacks on commercial vessels, raising concerns about an escalation in conflict.

Fisco Japan04:54